CASE STUDIES
Group Insurance for Company Employees
Client: Mid-sized IT company with 150 employees. Challenge: Need for a comprehensive, cost-effective insurance plan. Solution: Developed a group insurance plan with health coverage, life insurance, and optional add-ons like critical illness and personal accident insurance. Result: Improved employee satisfaction and morale, a competitive benefits package, and cost efficiency for the company.
Life Insurance Planning for NRI
Client: NRI residing in the UAE. Challenge: Secure global coverage and manage tax and estate planning. Solution: Created a life insurance policy with international coverage, leveraging tax-saving opportunities in both India and the UAE, and addressing estate planning needs. Result: Comprehensive financial protection for the family, optimized tax benefits, and peace of mind for the client.
Investment Planning for Director of an IT Company
Client: Director at a major IT company Challenge: Need a structured investment strategy for growth and stability Solution: Designed a diversified investment portfolio including mutual funds, and fixed-income assets, with integrated tax planning and retirement savings strategies. Result: Higher returns through diversification, reduced tax liability, and a solid plan for future financial goals.
Client: Mid-sized IT company with 150 employees. Challenge: Need for a comprehensive, cost-effective insurance plan. Solution: Developed a group insurance plan with health coverage, life insurance, and optional add-ons like critical illness and personal accident insurance. Result: Improved employee satisfaction and morale, a competitive benefits package, and cost efficiency for the company.
Life Insurance Planning for NRI
Client: NRI residing in the UAE. Challenge: Secure global coverage and manage tax and estate planning. Solution: Created a life insurance policy with international coverage, leveraging tax-saving opportunities in both India and the UAE, and addressing estate planning needs. Result: Comprehensive financial protection for the family, optimized tax benefits, and peace of mind for the client.
Investment Planning for Director of an IT Company
Client: Director at a major IT company Challenge: Need a structured investment strategy for growth and stability Solution: Designed a diversified investment portfolio including mutual funds, and fixed-income assets, with integrated tax planning and retirement savings strategies. Result: Higher returns through diversification, reduced tax liability, and a solid plan for future financial goals.